Senior Universal Banker – Deposits, Referrals & Service

Nicolet National Bank; Cuba City (WI); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Medical, Dental, Vision, & Life Insur

401(k) with company match

PTO & 11 1/2 Paid Holidays

Job summary

Nicolet National Bank is seeking a Universal Banker II to drive new customers and expand relationships at your local branch. You will engage customers in meaningful conversations, open and service consumer deposit accounts, and connect clients with Personal Bankers or lending specialists to meet their financial goals.

In this role you will balance teller operations with sales, provide accurate support across in-branch, phone, and digital channels, and ensure compliant, high-quality service that

Qualifications

• High school diploma or equivalent.
• 1-2 years banking, customer service, or cashhandling experience.
• Prior experience opening consumer deposit accounts preferred.
• Exposure to branch sales, referrals, and basic financialservices concepts.
• Customerservice excellence with strong communication and interpersonal skills.
• Knowledge of deposit products, digital tools, branch operations, and onboarding processes.
• Ability to conduct needsbased conversations and make confident product referrals.
• Accuracy and attention to detail in account opening and cashhandling environments.
• Strong organizational and problemsolving skills; ability to prioritize in a dynamic environment.
• Proficiency with banking systems, digital platforms, and Microsoft Office.

Responsibilities

• Deliver welcoming, professional service across inperson, phone, and digital channels.
• Conduct meaningful, needsbased conversations to understand customer goals and recommend solutions.
• Provide accurate assistance for servicing requests with timely followup to ensure satisfaction.
• Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
• Balance cash drawer; assist with vault, ATM, night depository, and dualcontrol responsibilities.
• Identify suspicious or fraudulent behavior and escalation appropriately.
• Open and service consumer deposit accounts (checking, savings, money market, CDs).
• Complete account maintenance, customer information updates, and documentation reviews accurately.
• Ensure compliance with onboarding, KYC, CIP, identity verification, and policy requirements.
• Educate customers on account features, benefits, and digital access tools.
• Identify financial needs and recommend Nicolet products and services.
• Meet referral, service, and activity expectations aligned with branch goals.
• Refer customers to partners for consumer loans, home equity loans/lines, credit cards, business banking, and investment/wealth services.
• Maintain disciplined outreach, followups, and pipeline management.
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
• Resolve account issues, transaction discrepancies, fee inquiries, and debitcard concerns with professionalism.
• Use sound judgment to escalation complex issues to Personal Bankers or leadership.
• Follow Nicolet policy and applicable regulations (BSA/AML, KYC, OFAC, Reg CC, Reg E, privacy, and security).
• Maintain accurate records, documentation, and auditready practices.
• Adhere to branch operations procedures and riskmitigation standards.
• Participate in team huddles; share observations and support branch goals.
• Represent Nicolet in community involvement and customerengagement activities.
• Provide informal support to Universal Banker I colleagues, helping build skill and confidence.

Skills

Customer service

Communication skills

Problem solving

Needs-based conversations

Banking knowledge

Digital tools

Branch operations

Onboarding processes

Microsoft Office

Education

High school diploma or equivalent

Tools

Banking systems

Microsoft Office

Digital platforms

Job description

Nicolet National Bank is seeking a Universal Banker II to drive new customers and expand relationships at your local branch. You will engage customers in meaningful conversations, open and service consumer deposit accounts, and connect clients with Personal Bankers or lending specialists to meet their financial goals.

In this role you will balance teller operations with sales, provide accurate support across in-branch, phone, and digital channels, and ensure compliant, high-quality service that